The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALBEMARLE CORP | COM | 012653101 | 12,269,950 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 9,712,300 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
DOVER CORP | COM | 260003108 | 14,174,400 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
EMERSON ELEC CO | COM | 291011104 | 14,823,960 | 164,000 | SH | SOLE | 164,000 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 6,699,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
FLOWSERVE CORP | COM | 34354P105 | 16,791,800 | 452,000 | SH | SOLE | 452,000 | 0 | 0 | ||
INGERSOLL RAND INC | COM | 45687V106 | 15,032,800 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 8,081,040 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
MAGNA INTL INC | COM | 559222401 | 8,748,200 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 11,207,150 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 10,140,000 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
NOBLE CORP PLC | ORD SHS A | G65431127 | 11,071,080 | 268,000 | SH | SOLE | 268,000 | 0 | 0 | ||
ORION S.A. | COM | L72967109 | 14,641,800 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 18,580,800 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 13,977,200 | 332,000 | SH | SOLE | 332,000 | 0 | 0 | ||
TENARIS S A | SPONSORED ADS | 88031M109 | 14,525,750 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
TPI COMPOSITES INC | COM | 87266J104 | 4,770,200 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
VERRA MOBILITY CORP | CL A COM STK | 92511U102 | 12,620,800 | 640,000 | SH | SOLE | 640,000 | 0 | 0 |